LeadX 360 supports full integration with HubSpot CRM.
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Admin Licence User is required to access and set up this integration. |
To access your HubSpot integration:
Login as an Admin User
> Administration Feature
> Integrations
> HubSpotSelect the Manage button in the HubSpot box
Access and Set Up
You will now be taken through a quick 5 step integration process:
STEP 1: CRM Details
Press the Connect to HubSpot Button
First time logging in you will be directed to your HubSpot account.
Login to HubSpot
Press Save & Proceed
STEP 2: Data Objects Mapping
Configure the synchronisation for Company, Contacts and Leads
Bi-directional mapping between LeadX and HubSpot.
Choose the direction of mapping you require by pressing the green toggle.
Green represents ‘turned on'
View Object mapping by selecting the view mapping button.
Press Save & Proceed.
STEP 3: Status Mapping
Configure the status mapping of your Sales Pipelines.
The left hand column displays LeadX Pipeline and the right displays HubSpot.
The LeadX Pipeline is set and cannot be changed.
Select the opposite box in the HubSpot column to open the status options and choose the status of each pipeline stage to meet your requirements.
Press Save & Proceed.
STEP 4: Assign Sales Manager
HubSpot > LeadX:
The top box denotes who is the default Salesforce User to receive Lead information from LeadX. Choose a registered User from the dropbox options.LeadX > Hubspot
STEP 5: Data Synchronization Scheduler
Choose the time frame you wish to synchronize your data from the 4 options available.
Select the Time and Date you wish this to start.
Select the Done and Ready to Go button after making your selections.
Congratulations!, you have configured your integration.
Advanced HubSpot Integration Information
Leads
LeadX > HubSpot (if configured) | HubSpot > LeadX (if configured) | |
Lead Created | A Lead is only recognised in Salesforce in Lead Stage. | All Leads created in Salesforce will show in LeadX |
Lead Deleted | The lead is marked as deleted in HubSpot | The lead will be marked as Deleted in LeadX |
Lead Won | the Lead is closed and marked as Won | the Lead is closed and marked as Won |
Lead Lost | the Lead is closed and marked as Lost | the Lead is closed and marked as Lost |
Lead Transferred | Transferred leads from one person to another : updates the Owner of Lead | It doesnt make any change in LeadX as the owner may not be present in LeadX |
Lead Handover or Cross Silo | Can only be moved from one org to another org if its not accepted yet. Once accepted the lead cannot be moved in another Org. When the lead is new and not accepted then in case of cross silo or handover the lead is moved from one pipeline to another provided subsequent pipelines are mapped in Integration Configuration. If Pipelines are not configured then the lead is not moved from one pipeline to another. | No Action is taken as in LeadX once the lead is in lead state and moved from one pipeline to another. |